Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Cowdell is an experienced financial advisor with over 40 years in the industry. Kim holds a Series 7, 6, 24 and 63 licenses and has been registered with FINRA and various state regulatory authorities throughout their career. They are also a Certified Financial Planner and a Chartered Financial Consultant. Kim has a long history of working with clients in a variety of capacities, including individuals, families, businesses and charitable organizations. Kim is currently affiliated with Ausdal Financial Partners, Inc. In addition to their financial advisory work, Kim is also a licensed insurance agent and operates their own insurance agency, Cowdell Insurance Agency, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on uma platforms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
CO
11/04/2024 - Present
Ausdal Financial Partners, Inc. (COLORADO SPRINGS CO)
UT
12/11/2003 - 08/27/2019
FIRST WESTERN ADVISORS (ST GEORGE UT)
WA
11/06/2001 - 11/11/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
CA
11/05/1999 - 12/05/2001
FIRST SECURITIES USA, INC. (IRVINE CA)
CA
03/21/1997 - 11/05/1999
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
NJ
10/19/1982 - 04/08/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/19/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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